Investment & Personal Banking Specialist - Laval & Surrounding Areas

Only for registered members Laval, Canada

1 month ago

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Job summary

Provide exceptional service throughout the customer's journey.

Responsibilities

  • Be passionate about financial sales as well as delivering trusted financial advice to customers
  • Educate customers, providing relevant insights and expert advice
  • Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources

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